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Evercore Partners shares owned by Allegiance Financial Group Advisory Services

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Allegiance Financial Group Advisory Services from 13F filings

Historical chart of Allegiance Financial Group Advisory Services investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Allegiance Financial Group Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evercore Partners by Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $293k 858 341.44

More positions owned by Allegiance Financial Group Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
American Centy Etf Tr International Lr (AVIV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Real Estate Etf (AVRE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Core Msci Emkt (IEMG)

View all positions for Allegiance Financial Group Advisory Services

Top funds holding Evercore Partners

BlackRock
Vanguard Portfolio Management
AQR Capital Management
Vanguard Capital Management
Invesco
State Street Corporation
FMR
Geode Capital Management
Morgan Stanley
Millennium Management
Wellington Management Company
Robeco Investment Management
TD Asset Management
Dimensional Fund Advisors
UBS Group

View all funds holding Evercore Partners